Our services

BUSINESS SERVICES

 

We provide a range of accounting, tax, and advisory services designed to support closely held businesses and business owners with ongoing compliance needs and more complex operational and financial considerations. Our approach emphasizes accuracy, clarity, and disciplined professional judgment.

 

Bookkeeping and Accounting Services

Accurate and well‑maintained financial records are essential to informed decision‑making and long‑term business sustainability. We provide bookkeeping services to a range of closely held businesses, including owner‑operated enterprises and growing organizations with employees.

For new businesses, we assist with establishing reporting and record‑keeping systems designed to support consistency and transparency from the outset. For established businesses, we work to organize and streamline existing records, address prior‑period issues, and implement practical checks and balances. Services may include periodic bank reconciliations, preparation of financial statements, general ledger review, and ongoing consultation to address accounting and reporting questions as they arise. Our bookkeeping services are supported by secure, modern accounting systems and are delivered with direct professional oversight.

 

 

Financial Planning and Analysis for Businesses

Businesses benefit from accounting support that goes beyond historical reporting. We assist business owners with financial analysis and planning to support evaluation of operating results, cash flow considerations, and longer‑term financial objectives.

By integrating financial planning considerations into the accounting function, we help clients gain greater insight into the financial position and performance of their businesses.

 

New Business Formation Support

Establishing a new business requires thoughtful planning and an understanding of ongoing compliance and reporting responsibilities. We assist clients in preparing for business formation by advising on accounting, tax, and operational considerations that arise during the early stages of a venture.

While our firm does not provide legal services, we coordinate with third‑party providers for entity formation and registered agent services to support a smooth transition into ongoing accounting and tax compliance.

 

 

Part‑Time CFO and Advisory Services

Growing businesses may reach a stage where additional financial insight is needed, without the need for a full‑time internal financial executive. Our part‑time CFO and advisory services provide access to experienced financial guidance tailored to the needs and scale of the business.

These services are designed to support planning, oversight, and informed decision‑making as businesses evolve.

 

Cash Flow Analysis and Planning

Effective cash flow management is central to business stability. We assist clients with cash flow analysis and projections to support both short‑term operational needs and longer‑term planning considerations.

Our services may include the preparation of historical cash flow statements and forward‑looking projections to help business owners better understand cash movement and funding requirements.

 

Strategic Business Planning

Strategic planning provides structure and clarity for business owners navigating growth, change, or transition. We assist clients in developing strategic plans that address business objectives, financial considerations, operational risks, and market conditions.

These plans are designed to support alignment among key stakeholders and provide a practical framework for decision‑making.

 

Business Advisory Services

Our advisory services support business owners facing operational, compliance, and planning challenges. We work with clients to provide information and analysis that supports informed decisions across accounting, tax, and business matters.

Our role is that of a long‑term professional advisor, emphasizing clarity, consistency, and risk awareness.

 

Internal Controls and Risk Management

Effective internal controls help mitigate operational and financial risk. We assist businesses in evaluating existing internal control systems, identifying areas of weakness, and developing practical improvements tailored to the size and nature of the organization.

Our work may include documentation, testing, and recommendations designed to support compliance, safeguard assets, and improve operational effectiveness.

 

Payroll Services

Payroll administration has become increasingly complex as federal, state, and local requirements continue to evolve. For many business owners, managing payroll internally requires a significant investment of time and attention that can detract from core business priorities. We provide payroll services designed to support compliance, consistency, and administrative efficiency, allowing business owners to maintain oversight while reducing internal burden.

 

Services Include:

  • Payroll processing administered in accordance with applicable regulations

  • Direct deposit services

  • Federal and state payroll tax reporting and electronic tax payments, including EFTPS submissions

  • Monthly, quarterly, and annual payroll tax reports, including Forms W‑2, W‑3, and applicable 1099 filings

  • New hire reporting, as required by state agencies

  • Administration of state‑required sick pay, where applicable

  • Secure delivery of payroll reports and documentation

 

 

TAX SERVICES

 

 

Tax Preparation

Preparing an income tax return involves the application of complex and frequently changing tax laws. Even relatively straightforward filings can require careful analysis to ensure accuracy, completeness, and proper documentation. We provide tax preparation services grounded in applicable federal and California tax law, with an emphasis on accuracy, consistency, and compliance. All services are performed by U.S.-based professionals using secure systems designed to protect sensitive financial and tax information.

 

Tax Planning

Effective tax planning requires an understanding of current law, regulatory developments, and how those rules apply to a client’s specific circumstances. Our tax planning services are designed to support informed decision‑making throughout the year, rather than focusing solely on year‑end compliance. Tax planning recommendations are developed within the framework of applicable law and professional standards, with attention to documentation, risk awareness, and long‑term considerations.

 

Tax Matters and IRS Representation

We assist clients with a range of tax compliance and resolution matters, providing representation and support throughout the process, as appropriate. Our approach emphasizes clarity, procedural understanding, professional communication, and adherence to applicable rules and requirements.

 

Services may include assistance with:

  • IRS and state audit representation

  • Non‑filed tax returns

  • Back taxes and outstanding tax obligations

  • Payroll tax matters

  • Tax liens and levies

  • Wage garnishments

  • Asset seizures

  • Installment agreements and payment arrangements

  • Requests for tax account transcripts and records

 

Each matter is evaluated based on its specific facts and circumstances, and services are provided in accordance with applicable ethical and professional standards.

 

 

Maritime and Yacht Tax Advisory

 

 

Owning a vessel is a passion, but the financial architecture behind it requires rigorous, specialized oversight. We bridge the gap between maritime lifestyle and sophisticated tax strategy, advising clients on:

 

Entity Selection & Asset Protection: Utilizing specialized LLCs and corporate structures to hold marine assets.

 

Sales, Use, and Property Tax Mitigation: Navigating complex state tax rules, offshore delivery compliance, and property tax assessments.

 

Business vs Pleasure Classification: Analyzing the strict IRS guidelines surrounding chartering operations, leasebacks, and legitimate business expense deductions.